RA
EVH icon

Rise Advisors’s Evolent Health EVH Stock Holding History

Rise Advisors’s Portfolio EVH Stock Details EVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-53
Closed -$448 – 546
2025
Q3 		$448 Hold
53
– – ﹤0.01% 1438
2025
Q2 		$597 Buy
+53
New +$487 ﹤0.01% 1370

Other funds holding EVH

CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
EC
Engaged Capital Newport Beach, California $303M AUM 2.09% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rise Advisors's EVH Position: Q4 2025 in Review

Rise Advisors sold out of Evolent Health (EVH) in Q4 2025, closing a stake of 53 shares — an estimated $448 sold.

Rise Advisors first reported a position in EVH in Q2 2025 and held it in 2 quarters. The position peaked at $597 in Q2 2025. 215 funds tracked by Wall St. Rank hold EVH as of Q4 2025.

  • Rise Advisors reported no remaining Evolent Health position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 53 Evolent Health shares in Q4 2025, an estimated $448.
  • Rise Advisors first reported a position in Evolent Health in Q2 2025 and held it in 2 quarters.
  • Rise Advisors's Evolent Health position peaked at $597 in Q2 2025.
  • 215 funds tracked by Wall St. Rank held Evolent Health as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.